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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1026
Venture Visionary Partners
Ohio
$541K -$44.8K -1,024 -8%
MSAM
1027
Moloney Securities Asset Management
Missouri
$539K -$102K -2,336 -16%
WCG
1028
Weaver Consulting Group
California
$538K -$10.2K -234 -2%
APP
1029
Avantax Planning Partners
Iowa
$537K +$212K +4,836 +67%
MC
1030
Mathes Company
New York
$536K -$52.5K -1,200 -9%
OFS
1031
OneAscent Financial Services
Alabama
$536K -$59.3K -1,354 -10%
AWM
1032
Aries Wealth Management
Maine
$536K -$65.7K -1,500 -11%
BAM
1033
Berkshire Asset Management
Pennsylvania
$534K -$3.06K -70 -0.6%
PFA
1034
Pathway Financial Advisors
Vermont
$534K – – –
RWMG
1035
Redwood Wealth Management Group
New Jersey
$532K -$9.63K -220 -2%
EPW
1036
Endeavor Private Wealth
Kansas
$531K +$279K +6,380 +116%
BOM
1037
Bank of Marin
California
$530K -$6.13K -140 -1%
MWM
1038
Modera Wealth Management
New Jersey
$530K -$1.14K -26 -0.2%
FCFC
1039
First Citizens Financial Corp
Iowa
$529K +$5.43K +124 +1%
MCM
1040
MV Capital Management
Maryland
$529K -$258K -5,892 -33%
GI
1041
GLOBALT Investments
Georgia
$527K -$31.7K -724 -6%
UWS
1042
Unique Wealth Strategies
Illinois
$526K -$7.36K -168 -1%
FMN
1043
Financial Management Network
California
$523K +$2.01K +46 +0.4%
NGA
1044
Naples Global Advisors
Florida
$523K -$8.76K -200 -2%
1L
1045
10Elms LLP
Oklahoma
$522K +$11.4K +260 +2%
NCM
1046
Narwhal Capital Management
Georgia
$522K -$42K -960 -8%
HVP
1047
Hudson Value Partners
Florida
$521K +$8.76K +200 +2%
BWP
1048
Baldwin Wealth Partners
Massachusetts
$519K -$121K -2,756 -19%
OCM
1049
Objective Capital Management
Ohio
$518K +$1.4K +32 +0.3%
CC
1050
Carlson Capital
Texas
$518K +$508K +11,600 New
40 41
42
43 44